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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1401
Institute for Wealth Management
Colorado
$878K +$312K +14,853 +53%
YWP
1402
YorkBridge Wealth Partners
New York
$875K +$4.33K +206 +0.5%
CWM
1403
Chesapeake Wealth Management
Virginia
$874K -$53.1K -2,529 -6%
SEP
1404
Southland Equity Partners
Missouri
$873K +$15.5K +737 +2%
RTC
1405
Riverview Trust Company
Washington
$873K – – –
AJ
1406
Ashburton (Jersey)
Jersey
$872K +$30K +1,430 +3%
TW
1407
TrinityPoint Wealth
Connecticut
$872K +$92.6K +4,409 +12%
ALAM
1408
Asahi Life Asset Management
Japan
$872K +$460K +21,912 +105%
AF
1409
Aldebaran Financial
$871K -$337K -16,047 -27%
M
1410
Mirova
France
$871K +$81K +3,857 +10%
LIM
1411
Loudon Investment Management
New Hampshire
$869K -$1.51M -71,708 -63%
LA
1412
Latitude Advisors
Florida
$868K +$488K +23,248 +120%
GLLW
1413
Graves Light Lenhart Wealth
Virginia
$864K +$882 +42 +0.1%
CB
1414
Cadence Bank
Mississippi
$863K -$1.73M -82,284 -66%
SWM
1415
Sugarloaf Wealth Management
Georgia
$863K -$5.32K -253 -0.6%
HI
1416
Human Investing
Oregon
$862K +$3.85K +183 +0.4%
MAM
1417
Madison Asset Management
Wisconsin
$862K +$81.7K +3,887 +10%
RI
1418
Ridgewood Investments
New Jersey
$861K +$139K +6,614 +19%
SAM
1419
Sawgrass Asset Management
Florida
$860K -$1.66K -79 -0.2%
CBFP
1420
Cedar Brook Financial Partners
Ohio
$858K -$67.7K -3,222 -7%
QCM
1421
Quest Capital Management
Texas
$858K +$68.5K +3,259 +8%
TIA
1422
Trust Investment Advisors
Indiana
$857K -$5.42K -258 -0.6%
AWA
1423
Acorn Wealth Advisors
Michigan
$856K -$22.1K -1,053 -2%
JIP
1424
Jaffetilchin Investment Partners
Florida
$855K -$437K -20,782 -33%
NFG
1425
Nadler Financial Group
Illinois
$851K -$106K -5,055 -11%
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